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What is Surmount?
Surmount is an AI-powered automated investment platform that executes trading strategies within your existing brokerage accounts. It analyzes real-time market data, automatically rebalances portfolios, and creates custom algorithmic strategies that help retail investors, financial advisors, and wealth management firms optimize their investment performance without manual intervention.
What sets Surmount apart?
Surmount differentiates itself with its strategy marketplace approach, which connects investors directly to proven trading strategies created by professional fund managers and successful retail traders. This collaborative model is particularly helpful for individual investors and smaller advisory firms seeking access to institutional-quality strategies that were previously exclusive to large hedge funds and family offices. Surmount delivers true transparency by operating within your existing brokerage accounts, giving you complete visibility and control over your investments while enabling you to follow and learn from top performers.
Surmount Use Cases
- Automated portfolio management
- Algorithmic trading strategies
- Investment strategy backtesting
- Real-time market analysis
- Automated portfolio rebalancing
Who uses Surmount?
Features and Benefits
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Automates investment portfolios using data-driven strategies created by professionals and AI, eliminating emotional decision-making from the investment process. Automated Trading - Turns investment ideas into automated, testable strategies without requiring coding knowledge. Strategy Creation
- Tests investment strategies against historical market data to evaluate potential performance before investing real capital. Backtesting
- Connects strategies directly to existing brokerage accounts across multiple supported brokers, maintaining control of assets in personal accounts. Brokerage Integration
- Monitors market conditions and adjusts investment positions based on strategy parameters without manual intervention. Real-time Adjustments
Pricing
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Connect and automate external accounts - Prebuilt strategies curated by experts
- Personalized investment recommendations
- Everything in Core and Personalized AI advisor
- Custom strategies
- Advanced market research
- Crypto and options
- Everything in Plus and Full access to strategy creation tools
- Full access to 20,000+ datapoints
- Share and monetize strategies
- Fixed income and alternative markets
Surmount Alternatives
